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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,657 | $82,674+88.3% | $125,381+24.1% | $68,486+127.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.75% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $5,483 | $3,382+62.1% | $4,815+13.9% | $2,597+111.2% |
| Participant deferral / active EE | $14,771 | $6,111+141.7% | $7,448+98.3% | $4,028+266.8% |
| Admin fee / account holder | $47,523 | $6,277+657.1% | $10,007+374.9% | $5,404+779.4% |